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Disclosery

Oak Harvest Investment Services: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Harvest Investment Services on VOO, newest first. How the timeline and the estimate are built.

Oak Harvest Investment Services held 68,226 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,226 shares
    Change vs previous 13F -2,925 shares

    4.38% of the 13F portfolio, value $46,858,538.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,151 shares
    Change vs previous 13F -2,350 shares

    4.44% of the 13F portfolio, value $42,516,526.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,501 shares
    Change vs previous 13F +715 shares

    5.03% of the 13F portfolio, value $46,094,967.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 72,786 shares
    Change vs previous 13F -56 shares

    5.2% of the 13F portfolio, value $44,572,728.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,842 shares
    Change vs previous 13F -1,100 shares

    5.18% of the 13F portfolio, value $41,376,479.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,942 shares
    Change vs previous 13F -422 shares

    5.31% of the 13F portfolio, value $37,999,665.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,364 shares
    Change vs previous 13F -2,311 shares

    5.59% of the 13F portfolio, value $40,067,928.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,675 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $40,459,350.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).